Enquiries scattered everywhere
Ads, web forms, travel portals, calls and WhatsApp — and nobody knows who replied to whom.
One inbox and one pipeline, with every lead’s source tracked.
WhatsApp-first CRM for Indian travel businesses
Turn every travel enquiry into a confirmed booking.
TripSarthi brings your leads, WhatsApp chats, quotes, payments, GST invoices and ad campaigns into one calm workspace — so your team spends its time selling holidays, not chasing spreadsheets.
- Official WhatsApp Business API
- GST-ready invoices
- Made in India
New WhatsApp enquiryBali honeymoon · 2 adults · ₹2L
₹30,981 receivedInstalment 1 · receipt sent
Plugs into the tools you already use
- WhatsApp Business Platform
- Meta Ads
- Google Ads
- Razorpay
- GST portal exports
- Tally
Sound familiar?
Running a travel business shouldn’t feel like juggling ten apps
Leads land on WhatsApp, in your inbox, on travel portals and in Instagram DMs. Quotes live in Word files. Payments are chased by phone. TripSarthi puts it all in one place.
Quotes that take hours
Copy-pasting hotel rates, recalculating GST and TCS, and hoping the margin is right.
Build from your own rate cards, with live margin and a beautiful customer link.
Payments you keep chasing
Instalments slip, receipts are late, and month-end GST is a scramble.
Payment links, polite WhatsApp reminders and GST invoices on autopilot.
1workspace for leads, chats, quotes, bookings & billing
7ready-made WhatsApp automations for travel
2ad platforms — Meta & Google — managed from one screen
₹0markup on WhatsApp messages — Meta bills you directly
Your command centre
Know where the business stands — every morning
Revenue, cash, pipeline, collections and departures on one live screen. Owners see the whole business; each agent sees only their own work.
This month vs last month
Enquiries, quotes, bookings, revenue ex-tax, cash collected and margin — with the change since last month.
“Needs attention” in one glance
Overdue tasks, late payments, trips with no next step and quotes viewed but not accepted — each one a click away.
Sales targets with pace
Set a monthly target per agent. See who is ahead, on track or behind — and agents get a gentle nudge on their phone.
Alerts on your phone
New lead, WhatsApp reply, quote viewed, payment received — as push notifications, with quiet hours you control.
Everything in one place
From first enquiry to final payment
Every step of a trip — built for how Indian travel agencies actually work.
Leads & pipeline
Never lose an enquiry again
Capture leads from Meta and Google lead ads, your website forms, travel portals and WhatsApp. Every enquiry becomes a trip in a visual pipeline with the source, budget and travel dates attached.
- Auto-assign to agents, track “rotting” deals before they go cold
- Partner-portal leads parsed straight from webhook or email
- Duplicate contacts merged automatically
WhatsApp
A shared WhatsApp inbox your whole team can use
Chat with customers from one number, hand off between agents, and let automations handle the follow-ups — within WhatsApp’s 24-hour rules, always.
- Template and free-form messages chosen automatically for you
- Quote-stale, payment-due and pre-departure automations out of the box
- Opt-outs respected; no accidental blasts
Quotes & itineraries
Day-wise quotes in minutes, with margin you can see
Build itineraries from your suppliers’ rate cards, add your markup, and send a branded customer link or PDF. GST and TCS are calculated for you — and customers never see your costs.
- AI drafts the plan; prices only ever come from your rate cards
- Import rate sheets from Excel, CSV or pasted text with a safe preview
- Customer accepts online — the booking is created in one click
Bookings & payments
Get paid on time, without the awkward calls
Turn an accepted quote into a booking with an instalment plan. Send Razorpay payment links, record receipts, and let TripSarthi nudge customers on WhatsApp before and after each due date.
- One link per instalment — settled automatically when paid
- Document and visa checklists with customer uploads
- Supplier payables and balances at a glance
GST & finance
GST invoices and month-end filing, handled
Issue tax invoices, bills of supply, credit notes and receipts with gap-free numbering. Export GSTR-1, GSTR-3B and HSN summaries, track TCS, and send Tally vouchers to your CA.
- CGST/SGST/IGST split by place of supply
- E-invoicing (IRN) for businesses above the turnover threshold
- Filing reminders so deadlines never sneak up
Ads that pay for themselves
See which ads bring bookings — not just clicks
Launch Meta and Google campaigns from TripSarthi with built-in spend safeguards, then see leads, bookings, revenue and ROAS for every campaign. Booking events flow back to the ad platforms so they find more buyers like yours.
- Campaigns start paused; daily spend cap you control
- Lead forms, Click-to-WhatsApp, Search, Performance Max & Demand Gen
- Customer audiences built with consent, hashed before upload
Product tour
See TripSarthi in action
Real screens from the product. Click through the tabs.
Your whole business at a glance
Open windows, replies, pipeline value and revenue won — plus message volume, delivery and the WhatsApp windows about to close.
Every trip, one list
Filter by stage, destination or traveller. Open any enquiry to see chats, quotes, bookings and payments together.
WhatsApp automations that follow up for you
Switch on starter flows — quote follow-up, booking confirmation, pre-departure checklist, post-trip feedback — and edit the wording to match your voice.
Every campaign, with spend safeguards
Spend, leads, bookings, revenue and ROAS per campaign. Rules can pause or alert you — never quietly raise your budget.
Group departures with live seat inventory
Fixed-date tours with limited seats. Agents hold seats from an enquiry; a seat can never be sold twice.
Know what makes you money
Funnel conversion, revenue and margin, top destinations, lead sources and agent performance — without exporting a thing.
Always know what you owe suppliers
Outstanding payables by booking and pay-by date, with part-payments tracked and overdue items flagged.
Plug in travel-portal leads in minutes
Give each portal a private webhook (or route its notification emails) and every lead arrives as a clean, de-duplicated enquiry.
Screens show sample data from a fictional agency.
Delight your travellers
A professional experience for your customers, too
Your brand, your numbers — presented beautifully on any device.
- Online quote page. Day-by-day plan and price, one tap to accept. Your costs and margin are never shown.
- Customer trip portal. One private link for payments, invoices, vouchers and document uploads.
- Branded PDFs. Quotes, GST invoices, receipts and service vouchers with your logo and bank details.
How it works
Up and running in an afternoon
- 1
Capture every enquiry
Connect WhatsApp, your forms, ads and travel portals. Leads flow in with their source.
- 2
Quote in minutes
Add suppliers and rates (import a sheet), then build and send a quote your customer can accept online.
- 3
Book & collect
Create the booking, send payment links, and let automated reminders chase instalments.
- 4
Invoice & grow
Issue GST invoices, review reports, and put your ad budget behind what actually books.
And so much more
Built for the details of travel
AI that respects your prices
Drafts itineraries, replies and ad copy. It can only reference your rate cards — it never invents a price.
Group departures
Seat inventory, holds, manifests and rooming lists for fixed-date tours.
Multi-currency costs
Pay suppliers in USD, AED, THB and more; FX locked per quote, invoices stay in ₹.
Travel triggers
Quote viewed, payment overdue, departure soon, passport expiring — each can start a flow.
Document & visa checklists
Per-traveller to-dos with due dates and customer uploads, reviewed by your team.
Push alerts
Know the moment a lead arrives, a quote is viewed or a payment lands.
Portal & web-form leads
Webhook and email intake that turns notifications into clean enquiries.
Business reports
Funnel, margin, destinations, agents and a cash forecast, in one page.
Supplier payables
Pay-by dates, part-payments and refunds due across all bookings.
Mobile app
Inbox, quick enquiry and quotes on the go. Rolling out soon for iOS and Android.
Privacy by design
Passport numbers and uploads encrypted at rest; consent-based audiences.
Teams & roles
Owners, admins and agents see only what they should — costs stay private.
Why switch
Spreadsheets and six apps, or one workspace?
Most agencies stitch together WhatsApp, Excel, Word, an accounting tool and an ads manager. Here is what changes.
| The usual way | With TripSarthi | |
|---|---|---|
| Enquiries | WhatsApp, calls, portals and sheets — no single list | One inbox and pipeline, every lead’s source tracked |
| Quotes | Word or Excel; GST, TCS and margin worked out by hand | Built from your rate cards with live margin, sent as a web link or PDF |
| Payments | Chasing instalments by phone, receipts made later | Payment links per instalment and polite WhatsApp reminders, receipts sent automatically |
| GST & accounts | Month-end scramble with your accountant | GST invoices, GSTR-1 / 3B / HSN and Tally exports ready to download |
| Ads | Ads manager that never sees which leads became bookings | Campaigns managed with spend caps, and revenue and ROAS traced back to each campaign |
| Your team | “Who followed up with Mr Sharma?” | Assignments, tasks, targets and a dashboard per agent |
Built to be trusted
Your customers’ data deserves better than a spreadsheet
Passports, phone numbers and payment details are sensitive. TripSarthi treats them that way.
Official WhatsApp Business API
Messages go through Meta’s Cloud API on your own number — with the 24-hour window and template rules enforced for you.
Encrypted where it matters
Passport numbers, uploaded documents, access tokens and payout details are encrypted at rest.
Roles that protect margin
Owners, admins and agents see different things. Agents never see supplier costs or margin, and customers never do.
An audit trail
Who changed what and when is recorded in your workspace audit log.
Consent first
Opt-ins are respected, “STOP” is honoured, and ad audiences are built only from contacts who agreed.
Your workspace, isolated
Every agency’s data is separated from every other, and we take regular backups of the platform.
Made for India
Compliance that doesn’t slow you down
GST, TCS, WhatsApp policy and data privacy are built into the workflow — not bolted on.
Start freeTripSarthi is software, not tax advice. Have your CA confirm GST rates, TCS treatment and filing before go-live.
GST invoicing & e-invoicing
Tax invoices, bills of supply and credit notes, GSTIN validation, GSTR-1/3B/HSN exports.
TCS on overseas packages
Tracked per booking and per quarter, with the rate kept configurable as rules change.
WhatsApp policy, enforced
24-hour window and approved-template rules checked on every send, opt-outs honoured.
DPDP-aware data handling
Encrypted passports and uploads, consent-based audiences, tenant-isolated data.
Pricing
Simple plans that grow with you
Start free and pick a plan when you’re ready. Save 20% with annual billing.
Starter
For solo agents getting organised
₹1,499/ month + GST
Start free- 1 WhatsApp number
- 3 team agents
- 5 active flows
- 1,000 contacts
- CSV import
- Basic analytics
Growth
For growing agencies with a sales team
₹3,999/ month + GST
Start free- 2 WhatsApp numbers
- 10 team agents
- 20 active flows
- 5,000 contacts
- Meta Lead Ads
- Advanced analytics
- Priority support
Pro
For large teams and multi-brand operators
₹6,999/ month + GST
Start free- 5 WhatsApp numbers
- 50 team agents
- 100 active flows
- 25,000 contacts
- All integrations
- White-label ready
- Dedicated support
Prices in Indian rupees, per month; annual plans are billed yearly. Taxes extra where applicable. WhatsApp conversation charges are billed by Meta directly to your own account.
Partner programme
Know travel agents? Earn 20% for 12 months.
Refer agencies and tour operators to TripSarthi with your personal link. You earn a commission on every payment they make, and follow it all in your own dashboard.
- 20% recurring commission for 12 months
- Live dashboard: referrals, earnings and payouts
- Paid by UPI or bank transfer
New · TripSarthi mobile app
Run your whole travel business from your phone
Enquiries, WhatsApp chats, quotes, bookings and payments due, with push alerts for every lead. Built for agents who are never at their desk.
Android app — coming very soon
On a computer?Scan with your phone camera to download.
New WhatsApp enquiryPush alert · Bali honeymoon
₹30,981 receivedInstalment 1 · receipt sent
- WhatsApp inbox in your pocketReply to customers, send photos, documents and voice notes, and assign chats to your team.
- Instant alertsA push the moment a new lead arrives, a customer replies, a quote is viewed or a payment lands.
- Quote with AI in minutesDraft a day-wise quote, set your markup and send it on WhatsApp before the customer cools off.
- Works with no signalSave tasks, contacts and enquiries offline. They sync by themselves when you are back online.
- Your numbers, liveRevenue, collections, departures and your sales target, always one tap away.
- Everything else, tooEvery screen of TripSarthi is inside the app. Hindi and dark mode, plus a fingerprint or Face ID lock.
FAQ
Questions, answered
Is TripSarthi only for travel agents?
It’s designed for Indian travel agencies, tour operators and DMCs — quotes, itineraries, supplier rates, group departures, TCS and travel-specific automations are all built in. If you run a WhatsApp-led sales business, the CRM and inbox are useful on their own, too.
Do I need the official WhatsApp Business API?
Yes — TripSarthi works with the official WhatsApp Business Platform using your own number and Meta account, so you stay in control. We enforce the 24-hour window and approved-template rules on every message. Meta bills conversation charges directly to you; TripSarthi adds no per-message markup.
Will the AI make up prices?
No. The AI helps draft itineraries, replies and ad copy, but a price can only come from a rate card you’ve entered. Imported rate sheets are previewed row by row, and any price the AI can’t find in your text is flagged instead of saved.
How does GST invoicing work?
Add your business profile and GSTIN once. TripSarthi issues tax invoices or bills of supply with the right CGST/SGST/IGST split, keeps numbering gap-free, and exports GSTR-1, GSTR-3B and HSN summaries for your CA. E-invoicing (IRN) is available for businesses above the turnover threshold through your GST Suvidha Provider. Please have your CA confirm settings before you go live.
Can I import my suppliers and rates?
Yes. Upload an Excel or CSV file — or paste text from an email — and review the preview before anything is saved. Existing rates are updated in place so older quotes keep working.
Which ad platforms are supported?
Meta (Facebook and Instagram) and Google Ads. Campaigns are created paused, a daily spend cap is mandatory, and you connect your own ad accounts. Reporting joins ad spend to the bookings and revenue each campaign produced.
Is my customers’ data safe?
Each agency’s data is isolated from others. Passport numbers and customer document uploads are encrypted at rest, ad audiences are built only from contacts who opted in and are hashed before upload, and you decide who on your team sees costs and margins.
Is there a mobile app?
A mobile app for your team — push alerts, WhatsApp inbox, quick enquiry and quotes — is being rolled out for iOS and Android. Customers use a mobile-friendly web portal, so they don’t need to install anything.
Can I try it before paying?
Create a free account and explore with your own data. Choose a paid plan when you’re ready to connect your WhatsApp number and invite your team.
Solutions
Built for your kind of travel business
Travel agency softwareOne workspace for every step of a trip — from the first WhatsApp enquiry and day-wise quote to instalment payments, GST …WhatsApp CRMReply to every enquiry from one WhatsApp number, send quotes and payment links in the chat, and let automations handle t…GST billingIssue the right document every time, keep numbering gap-free, and hand your CA clean GSTR-1, GSTR-3B, HSN and Tally expo…Tour operator softwareSell fixed-date tours without overselling a seat, keep every supplier’s rates current, and know exactly what you owe — a…
Your travel business. Simplified.
Join the agencies replacing spreadsheets and scattered chats with one workspace built for travel.